by Karen Kendrick | Jan 5, 2022 | Mission, Self-Awareness, Self-care | Focus, Goal-setting, Planning
How does caseload and donor management feel to you? Overwhelming? Confusing? Unnecessary? We believe, because we know it works, that a major gifts fundraiser should have a caseload of 150 qualified donors and needs to create a strategic plan and fundraising goal for...
by Jeff Schreifels | Aug 19, 2024 | Connection, Mission, Sales, Understanding | Community, Culture of Philanthropy, Major Gift Officers, Mission, Motivation, Sales, Volunteering
You probably know how large companies recruit junior executives fresh from a college MBA program. The outsider’s perception is that management immediately gives all new MBAs a beautiful office, incentives, and perks that put them on the fast track to the...
by Richard Perry and Jeff Schreifels | May 26, 2021 | Focus, Impact, Mission | Fundraising, Teamwork
If you’ve lost your way, it’s not too late to come back. I’m talking about what we see happening in a lot of non-profits these days. It’s where the organization has moved away from the deeper organizing purpose, and it’s become an organization with little heart and...
by Richard Perry and Jeff Schreifels | Jun 3, 2019 | Mission, solving problems | Asking, Non-Profits, Passions and Interests
Several weeks ago I sat in a long meeting discussing strategy with a group of major gift officers. We had asked program staff from the organization to attend, to give us resources for constructing donor offers. I should have brought a pillow to the meeting so I could...
by Richard Perry and Jeff Schreifels | Jul 19, 2017 | major gifts, Mission | Leadership, Management, Pipeline Development
I want to preface all I’m going to say by telling you that Richard and I have worked – and continue to work – with some really great leaders and managers. They “get it.” They are forward-thinking, and they have vision and care for their people and donors. That being...